See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,883 | $62,586+13.3% | $76,768-7.7% | $64,186+10.4% |
| Participation rate | 96.0% | 72.8%+23.2pp | 77.0%+19.0pp | 69.6%+26.4pp |
| Annual return | -5.85% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,755 | $1,832-4.2% | $2,485-29.4% | $2,381-26.3% |
| Participant deferral / active EE | $4,950 | $3,145+57.4% | $3,852+28.5% | $3,470+42.7% |
| Admin fee / account holder | $2,288 | $4,667-51.0% | $6,675-65.7% | $4,888-53.2% |